Client Portal

Introduction to Client Centre

 

Watch the video (13 minutes) to learn how to do the following tasks in Onvio Client Centre

  • Register and log in

  • Edit your profile to reset your password, change your account details, and set up Multi-Factor Authentication

  • Complete a Sign Documents task from your accountant

  • View and securely upload documents

Alternatively, for written instructions on how to carry out these taks and more, read or search the guide below
FAQs
How do I change my password?
 
You can change your password for security reasons or reset it if you forget it
  • To reset your password, select the 'Reset Password' link in the log in screen above and follow directions.
  • To change your password, log in and click on your profile in the top right corner, from here select 'View Profile' then 'Password' and follow directions.
 
How do I update my email address?
 
If you change your email address you will need to update this on your profile as we are unable to do this on your behalf
  • To change your email address please follow these steps:
  • Log in using link above (use your current email address/username)
  • Select your profile – top right hand corner
  • Select ‘View profile’
  • Update email address and ‘save’